Infrastructure
Infrastructure startups we scout
We back infrastructure teams giving operators a credible alternative to the incumbents, virtualization, containers and storage with predictable economics.
The platforms replacing licence-driven cost shocks
The repricing of legacy virtualization pushed thousands of operators to look for something else. We find the platform teams ready for that demand, put their software through real migration scenarios in our lab, and connect the survivors with service providers who need to move this year.
- Migration path that a real operator can execute without a rebuild
- Cost curve that stays linear as the estate grows
- Multi-tenant thinking baked in, not bolted on
Categories we track
Unified virtualization and container stacks
One operational model for virtual machines and containers, without licence-driven surprises.
Self-service provisioning platforms
Tenant-ready portals so operators can sell capacity instead of working through tickets.
Software-defined storage
Storage that scales on standard hardware with predictable performance and cost per terabyte.
Building in this space? Send us the product we test before we talk, and we'll tell you honestly where you stand.
Other focus areas
Security startups we scout
We track early-stage security companies that remove friction instead of adding it, agentless, identity-first, runtime-aware.
Read the thesisAI startups we scout
We look for AI companies that let organisations use their own data without surrendering it, private deployments and agents that finish real work.
Read the thesisPartnerships
Partner with us
Founders: show us the product. Enterprises and operators: tell us the problem. Either way, the next conversation is a short one.